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It’s Just Good Business: Using ESG in the Investment Process

Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.

  • December 12, 2019
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Using Analytics to Help Advisors Build Better Portfolios

Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.

Natixis Portfolio Clarity® US Portfolio Trends – Summer Six Pack 2019

Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.

Mind the Gap: The Hidden Risks of Smart Beta Indexing

Uncovering the potential for manager risk in smart beta indexing approaches.

Welcome to the Meh Market

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

Rainy Day Funds: Making Sense of Short-Term Investment Strategies

Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

Going Active: A Dynamic Approach to Smart Beta Strategies

How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.

Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects

Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.

Minimum Volatility Strategies: A Key to Managing Investor Emotions?

Evidence suggests that investors are not rational actors and may need help managing their emotions in volatile markets.

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Gauging the Potential Effects of the US-China Trade War on Investors

What the US-China trade war could mean for US policymakers American companies, and investors.

Summer Break: Pursuing Value Amid the Noise

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win

Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.

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From the Summit: The Disruptors

Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.

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Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

Matchmaking in Portfolio Construction: What Do Investors Really Want?

Instead of staying invested, many investors opt for strategy speed dating. Is there a better way?

  • April 2, 2019
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Options Strategies 101

Mike Buckius of Gateway Investment Advisers discusses the basics of options-based investment strategies.

  • April 1, 2019
Minimum Volatility ETFs: A Best Kept Investment Secret for 2019?

Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.

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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies

A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.

  • March 11, 2019
How Market Size Matters in Trend Following Futures Strategies

The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.

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From the Summit: Is China Ready to Lead?

Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.

Green Bonds and the Future of Business: Managing Tomorrow's Risk Potential

Investors can manage risk by considering companies that are responding to the moral imperative – and possible economic consequences – of a warming world.

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From the Summit: The New Geopolitical World Order

The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.

Preparing for All Markets: How a Building Block Approach Can Help

Different methods of portfolio construction are available to investors looking to manage risk and maintain diversification.

Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility

Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.

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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Financial Professional Survey: Advice from Both Sides of the Brain

How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.